UUPSX Mutual Fund

NAV$67.68

Returns Overview

1 Month
-3.83%
3 Months
+7.07%
6 Months
+0.58%
YTD
-5.63%
1 Year
+30.00%
3 Years (annualized)
+25.46%
5 Years (annualized)
-3.51%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UUPSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Emerging 50 ADR Index(BKTEM)
This Mutual Fund (YTD)
-5.63%
Peer Avg (YTD)
+3.47%
vs Peers
-9.10%

UUPSX Mutual Fund Performance

UUPSX performance across multiple time periods: 1-month -3.83%, YTD -5.63%, 1-year 30.00%, 3-year 25.46%, 5-year -3.51%, 10-year 8.04%.

UUPSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

UUPSX performance comparison shows side-by-side returns with another fund. UUPSX alternatives are available in the Mutual Fund Screener.